Tari Trowbridge, CFP®, CLU®, MBA
A lifelong saver, I’ve always believed that the richest man is not the one who has the most, but who needs the least.
For the past 26 years, I’ve been helping individuals and families navigate changes in their financial lives. I see my clients through the unique sets of challenges that come with life events like career changes, the death of a loved one, marriage, babies, divorce, inheritance, and more.
My goal is to take the worry out of my client’s finances and deliver actionable, client-specific solutions so he or she can truly enjoy the aspects of life that are important.
In addition to an extensive background with all types of investments, my experience at Prudential Insurance gives me the unique ability to analyze life insurance plans.
Additionally, 16 years of working in a banking environment allowed me to see many different people in a great variety of circumstances, creating a breadth of knowledge I can apply to current and new clients alike.
I started Trowbridge & Co. Wealth Management Group in 2014 as a way to continue that service independently, locally, and with the freedom to work with less “bottom-line” pressure.
Continuous industry education is extremely important to me as well as keeping abreast on current trends, regulations, and products.
- 26 years of industry experience
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Life Underwriter® (CLU®) Designee
- Moderator for Life Underwriter Training Council classes. These classes, as well as annually required continuing education classes, not only educate in important changes but allow me to interact with other professionals and learn what they are doing and thinking as well.
- BS in marketing from Pennsylvania State University (Go, Lions!)
- MBA from the University of Maryland
- Past member of the Wyalusing Area School Board
The Personal Side
My husband, Thor, and I are lifelong residents of Bradford/Wyoming County and currently reside in Laceyville.
With five children between us—Cody, Zach, Tim, Pam, and Jack—and one grandchild, Mia, we enjoy the dynamics of a large family. We love traveling and have been to many countries, which has led to an appreciation of other cultures.
At home, I’ve taken my time learning to cook healthy gourmet meals with the idea that if I have to eat healthily, then I’m going to enjoy it. I also like participating in competitive races (triathlons, mud runs, and other running events).
Client Relationship Manager
Abigail (Abby) Borel began officially working with us full-time in May 2018 as our customer relationship manager. She graduated from Wyalusing Area High School and from Keystone College where she received a bachelor’s degree in business. Abby’s long-term goal is to get licensed and credentialed and begin meeting with clients.
Abby enjoys spending time with her dog, Jax, as well as her family and friends. She actively spends her spare time training and riding horses as well as competing in horse shows. Abby also completed the Scranton Half Marathon in April of 2018. If you get a chance, stop in and meet her!
CFO, Chief Fur Officer
Born March 2015, General came to us as a surrender from the You Too Animal Rescue. Having been a shelter veteran for over a year, he felt it was time to take the next step and join the team at T & Co. where his cool attitude and mild temperament makes him an office staple and a superb client liaison.
Hobbies include lounging, snuggling, cuddling, pacing, and lazily calling out for attention.
PSA from General: Go get yourself a best friend (or an important office
playmate executive) from your local shelter or from mine: You Too Animal Rescue.